AGAM
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Avalon Global Asset Management’s Cloudflare NET Stock Holding History

Avalon Global Asset Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-65,000
Closed -$2.84M – 38
2022
Q2 		$2.84M Buy
+65,000
New +$4.68M 0.86% 32

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avalon Global Asset Management's NET Position: Q2 2026 in Review

Avalon Global Asset Management increased its Cloudflare (NET) stake by 31% in Q2 2026, buying an estimated $5.47M and bringing the position to 105,400 shares worth $25.9M. The position accounts for 2.82% of the portfolio, ranked #13.

Avalon Global Asset Management first reported a position in NET in Q1 2022 and has held it in 17 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Avalon Global Asset Management held 105,400 shares of Cloudflare worth $25.9M as of Q2 2026.
  • Avalon Global Asset Management bought 25,000 Cloudflare shares in Q2 2026, an estimated $5.47M.
  • Cloudflare made up 2.82% of Avalon Global Asset Management's portfolio in Q2 2026, its #13 holding.
  • Avalon Global Asset Management first reported a position in Cloudflare in Q1 2022 and has held it in 17 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Avalon Global Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.